eighthatsllc
RCRTech engages industry communities through research-driven content, conversations, and connections. Building on 40+ years of RCR Wireless News excellence, RCRTech delivers trusted insights informing and connecting technology buyers with innovators shaping connectivity and compute.
Juan Pedro TomásWärtsilä president and chief executive officer Håkan Agnevall said the emerging data-center market in Japan would require additional power and added he expected a mix of on-grid and off-grid generation In sum – what to know Japan adds momentum – Tokyo Gas is identifying data-center opportunities in Japan and expects demand for both on-grid and off-grid power. Long ties matter …
Alibaba CEO Eddie Wu said the company aims for the global data center capacity operated by Alibaba Cloud to surpass 20GW by 2032 In sum – what to know Full-stack AI push – Alibaba is expanding its strategy across models, proprietary chips, cloud infrastructure and agent platforms as it prepares for rising AI demand. 20GW capacity target – Alibaba Cloud …
Carl Beardsley, senior managing director and data centers leader for JLL Capital Markets, told RCRTech that demand for capacity between now and 2027 is in “extreme demand nationwide,” with vacancy levels at an all-time low In sum – what to know Demand remains extreme – JLL expects vacancy to remain near 1% through 2028, while demand for data center capacity …
Zayo chief network officer Troy Lupe told RCRTech that AI factories and hyperscale data centers are increasingly being built where power and land are available, often outside the traditional data center markets In sum – what to know AI changes locations – AI factories and hyperscale data centers are increasingly being built where power and land are available. New corridors …
Christian de LooperThree AI financing deals, one shared lender risk In sum – what we know: Three separate AI-hardware financing efforts surfaced at the same time this week, each enormous on its own, and collectively painting a picture of an industry scrambling to fund compute at a scale. Broadcom is reportedly arranging more than $50 billion tied to OpenAI’s custom-accelerator program, according …
In production now, but 2nm’s first prize for AI is efficiency TSMC has begun scaling its first 2nm-class process after entering volume production late last year, turning the shift from FinFET to nanosheet transistors into a commercial reality. N2, as TSMC calls it, is the company’s first production node built around gate-all-around (GAA) transistors — a fundamental change in how …
Cerebras capacity for agentic coding opens in Q1 2027 In sum – what we know: General Compute has announced a multi-year agreement to deploy Cerebras Systems’ wafer-scale AI inference hardware at scale. The deal represents what General Compute calls its largest single hardware commitment to date, with customer capacity expected to open in Q1 2027. Neither company disclosed the number of systems, …
Both are 2nm with the same 5GHz Oryon CPU In sum – what we know: Qualcomm has split its flagship smartphone chip in two. The company has announced the Snapdragon 8 Elite Gen 6 and a higher-spec Snapdragon 8 Elite Extreme Gen 6, the first time it has launched two top-tier flagship chips simultaneously. As you would expect in 2026, the main talking …
From the newsletter (October 8; sign-up or follow if you want it sooner): Starlink’s regulatory approvals, Vodafone’s merger savings, and AT&T’s fiber investments reflect a telecoms market reshaping around scale …
Speaking during Deutsche Telekom’s AI Investor Day, John Saw, chief technology officer at T-Mobile highlighted Customer-Driven Coverage (CDC) as one of the company’s biggest AI-driven changes in how it approaches …
Wi-Fi 8 could give ISPs a new line of defense against AI-driven cyberattacks, embedding inference hardware in residential gateways. Airties CEO Metin Taskin argues operators must pair next-generation chipsets with …
SpaceX’s proposed acquisition of Grain Management’s 800 MHz spectrum portfolio strengthens Starlink Mobile’s push into terrestrial wireless. But coverage is not capacity, and building a competitive nationwide network could cost …
Sulagna Saha The GPU-powered, cloud-native simulation solver provides a repeatable blueprint for integrating predictive analysis and rapid optimization in factory workflows In sum — What to know Optimizing manufacturing: At Microsoft Ignite, Synopsys unveiled a simulation-driven solution based on Ansys Fluent that allows manufacturers to model and optimize dynamic processes in factories. Under the hood: The solution is powered by Nvidia Omniverse …
Sulagna Saha Broadcom and Rohde & Schwarz are teaming up once again, this time to test and validate early Wi-Fi 8 chips, after the chipmaker launched the first Wi-Fi 8 silicon solutions ahead of schedule in October In sum — what to know: Broadcom validates R&S’ CMP180 — Broadcom confirms that R&S CMP180 Series radio communication tester can support testing of Wi-Fi-8 …
Sulagna Saha The software-based solution evaluates communication quality between applications in virtualized environments, providing visualization from field to cloud working with Anritsu’s Network Master Pro hardware In sum — What to know A virtual network test solution: Anritsu launched Virtual Network Master for AWS environments. Monitoring KPIs: The solution evaluates key network performance indicators like latency, jitters, throughout, and packet loss rate. …
Sulagna Saha The Silicon Valley company is set to cut approximately 2000 jobs worldwide as it looks to redirect investment towards high-growth opportunities. In sum — what to know: Estimated timeline: Synopsys expects most layoffs to take effect in fiscal 2026. Broader restructuring efforts: The plan also includes closing certain sites. Near-term goal: The company will focus on capitalizing highest-growth opportunities and …
